DRIKX vs. DGEIX
DRIKX (Dimensional 2055 Target Date Retirement Income Fund) and DGEIX (DFA Global Equity Portfolio Institutional Class) are both mutual funds - DRIKX is a Target Retirement Date fund managed by Dimensional, while DGEIX is a Global Equities fund actively managed by Dimensional. Over the past 10 years, DRIKX returned 12.92%/yr vs 12.90%/yr for DGEIX. With a 0.97 correlation, they move nearly in lockstep. DRIKX charges 0.22%/yr vs 0.25%/yr for DGEIX.
Performance
DRIKX vs. DGEIX - Performance Comparison
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Returns By Period
In the year-to-date period, DRIKX achieves a 11.47% return, which is significantly lower than DGEIX's 12.60% return. Both investments have delivered pretty close results over the past 10 years, with DRIKX having a 12.92% annualized return and DGEIX not far behind at 12.90%.
DRIKX
- 1D
- -0.16%
- 1M
- 1.07%
- YTD
- 11.47%
- 6M
- 10.69%
- 1Y
- 26.05%
- 3Y*
- 19.63%
- 5Y*
- 11.49%
- 10Y*
- 12.92%
DGEIX
- 1D
- 0.02%
- 1M
- 1.57%
- YTD
- 12.60%
- 6M
- 11.70%
- 1Y
- 28.36%
- 3Y*
- 20.09%
- 5Y*
- 10.93%
- 10Y*
- 12.90%
DRIKX vs. DGEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRIKX Dimensional 2055 Target Date Retirement Income Fund | 11.47% | 19.29% | 17.19% | 21.26% | -15.32% | 21.28% | 14.20% | 25.63% | -9.16% | 21.59% |
DGEIX DFA Global Equity Portfolio Institutional Class | 12.60% | 19.86% | 15.71% | 20.35% | -14.72% | 20.31% | 13.51% | 26.68% | -11.48% | 21.36% |
Correlation
The correlation between DRIKX and DGEIX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.97 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.97 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.97 |
The correlation between DRIKX and DGEIX has been stable across timeframes, ranging from 0.92 to 0.97 - a consistent structural relationship.
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Return for Risk
DRIKX vs. DGEIX — Risk / Return Rank
DRIKX
DGEIX
DRIKX vs. DGEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional 2055 Target Date Retirement Income Fund (DRIKX) and DFA Global Equity Portfolio Institutional Class (DGEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DRIKX | DGEIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.44 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.37 | 3.33 | +0.04 |
| Martin ratioReturn relative to average drawdown | 14.48 | 14.39 | +0.09 |
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Drawdowns
DRIKX vs. DGEIX - Drawdown Comparison
The maximum DRIKX drawdown since its inception was -33.48%, smaller than the maximum DGEIX drawdown of -59.77%. Use the drawdown chart below to compare losses from any high point for DRIKX and DGEIX.
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Drawdown Indicators
| DRIKX | DGEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.48% | -59.77% | +26.29% |
Max Drawdown (1Y)Largest decline over 1 year | -8.59% | -8.85% | +0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -16.02% | -16.97% | +0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -23.49% | -25.20% | +1.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.48% | -37.00% | +3.52% |
Current DrawdownCurrent decline from peak | -0.82% | -0.54% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -4.23% | -7.98% | +3.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 2.05% | -0.11% |
Volatility
DRIKX vs. DGEIX - Volatility Comparison
Dimensional 2055 Target Date Retirement Income Fund (DRIKX) and DFA Global Equity Portfolio Institutional Class (DGEIX) have volatilities of 4.47% and 4.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRIKX | DGEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 4.46% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 9.84% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.88% | 12.32% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.92% | 15.73% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.78% | 16.90% | -1.12% |
DRIKX vs. DGEIX - Expense Ratio Comparison
DRIKX has a 0.22% expense ratio, which is lower than DGEIX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
DRIKX vs. DGEIX - Dividend Comparison
DRIKX's dividend yield for the trailing twelve months is around 1.33%, less than DGEIX's 2.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGEIX DFA Global Equity Portfolio Institutional Class | 2.70% | 2.79% | 3.64% | 3.82% | 4.92% | 1.94% | 2.37% | 2.22% | 2.62% | 1.50% | 1.90% | 1.98% |
DRIKX Dimensional 2055 Target Date Retirement Income Fund | 1.33% | 1.24% | 2.44% | 3.19% | 3.92% | 2.37% | 2.41% | 2.12% | 2.27% | 1.18% | 1.39% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, DRIKX and DGEIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
DRIKX has higher volatility (4.47%) compared to DGEIX (4.46%). In terms of maximum drawdown, DRIKX dropped -33.48% vs DGEIX's -59.77%.
DRIKX currently has the higher Sharpe Ratio (2.44 vs 2.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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